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JFS Wealth Advisors’s Alliant Energy LNT Stock Holding History

JFS Wealth Advisors’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5K Buy
138
+9
+7% +$656 ﹤0.01% 988
2026
Q1 		$9.26K Sell
129
-81
-39% -$5.59K ﹤0.01% 980
2025
Q4 		$13.7K Buy
210
+56
+36% +$3.75K ﹤0.01% 872
2025
Q3 		$10.4K Hold
154
– – ﹤0.01% 887
2025
Q2 		$9.31K Hold
154
– – ﹤0.01% 886
2025
Q1 		$9.91K Buy
154
+12
+8% +$734 ﹤0.01% 885
2024
Q4 		$8.4K Hold
142
– – ﹤0.01% 911
2024
Q3 		$8.62K Buy
142
+17
+14% +$965 ﹤0.01% 907
2024
Q2 		$6.36K Hold
125
– – ﹤0.01% 961
2024
Q1 		$6.3K Sell
125
-12
-9% -$589 ﹤0.01% 1017
2023
Q4 		$7.03K Buy
137
+69
+101% +$3.44K ﹤0.01% 915
2023
Q3 		$3.29K Sell
68
-55
-45% -$2.85K ﹤0.01% 1174
2023
Q2 		$6.46K Buy
123
+24
+24% +$1.29K ﹤0.01% 896
2023
Q1 		$5.29K Sell
99
-52
-34% -$2.77K ﹤0.01% 961
2022
Q4 		$8.34K Sell
151
-162
-52% -$8.65K ﹤0.01% 775
2022
Q3 		$17K Buy
313
+17
+6% +$1.02K ﹤0.01% 607
2022
Q2 		$17K Sell
296
-18
-6% -$1.09K ﹤0.01% 621
2022
Q1 		$20K Buy
314
+271
+630% +$16.1K ﹤0.01% 607
2021
Q4 		$3K Buy
+43
New +$2.46K ﹤0.01% 958

Other funds holding LNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JFS Wealth Advisors's LNT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Alliant Energy (LNT) stake by 7% in Q2 2026, buying an estimated $656 and bringing the position to 138 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

JFS Wealth Advisors first reported a position in LNT in Q4 2021 and has held it in 19 quarters since. The position peaked at $20K in Q1 2022. 879 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • JFS Wealth Advisors held 138 shares of Alliant Energy worth $10.5K as of Q2 2026.
  • JFS Wealth Advisors bought 9 Alliant Energy shares in Q2 2026, an estimated $656.
  • Alliant Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #988 holding.
  • JFS Wealth Advisors first reported a position in Alliant Energy in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Alliant Energy position peaked at $20K in Q1 2022.
  • 879 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.